Built on the Gmail you already use

Your CRM is already written. It’s sitting in your inbox.

Dossio turns years of scattered email into a living record of every client — no forms, no importing, no blank page to fill.

free to download · email analyzed on your device · cancel anytime

assembled from your inbox — nothing typed
app.dossio.com
6Search people, deals…⌘KMR
Inbox248 contacts · 3 unread
Today
Earlier this week
auto-assembled
from your inboxreading
Re: Fillmore inspectionJun 24
priya.anand@gmail.com14 msgs
disclosure-packet.pdfApr 18
assembled into one dossier
PA
Priya Anand
Buyer · 1042 Fillmore St
Active
14
threads

Mar ’25
first email

0
fields typed

Kept by people whose work is relationships

Real-estate agentsLawyersConsultantsFreelancers

Your own AI

The AI is yours. Your clients’ email never leaves the room.

Dossio runs on a model you own and host — not a shared cloud, not an outside AI lab. The confidential things clients tell you stay inside your account, and never become training data for someone else’s product.

  • No third-party AI services — not even the big labs
  • Your model, your machine — emails never end up in a dataset
Where your data lives
nothing crosses this line
Stays with you
  • Your Gmailsynced locally
  • Your private modelon your machine
never sent to
  • Third-party AI services
  • AI labs & model vendors
  • Shared training datasets

A closer look

Six ways Dossio keeps the file, so you don’t have to.

The screener

New faces wait at the door.

Every unknown sender lands in the screener, never straight in your contacts. Allow one and Dossio starts keeping their history — ignore it and you'll never see them again.

Screener4 waiting
JA
Jordan Avery
jordan.avery@gmail.com
Add as a new lead
AllowIgnore
S
Stripe
12 receipts · 30 days
Log payments to the matching contact
AllowIgnore
Pipelineby stage
New lead
SMSofia M.
$8,000
Qualified
DODaniel O.
$32,000
Proposal
YTYuki T.
$21,000
Active
MWMarcus W.
$60,000

Lifecycle stages

Every relationship, at the right stage.

From first hello to active client, Dossio tracks where each person stands and moves them along as the conversation actually progresses — no dragging cards to keep it honest.

AI · Profile fields

Fields that fill themselves in.

A new title, a company, a city — Dossio reads it from the thread and suggests the update, always with the exact line it came from. You accept it, or let trusted fields apply on their own.

Profile fieldsAI
Job title
Head of Marketing
Suggests “VP of Marketing”HIGH

“Elena Cho — VP, Marketing, Northwind Studio”

AcceptKeep current
Location
Austin, TXAuto-applied
CompanyNorthwind Studio
PA
Priya Anand
Activity · 14 threads
  1. Jul 15
    Re: Q3 proposal
    Priya replied — asked to move the call up.Summarized
  2. Jul 12
    disclosure-packet.pdf
    Attachment saved to the file.
  3. Jun 24
    Payment logged · $2,400
    Retainer paid — deal value updated.

AI · Activity feed

The whole history, written as it happens.

Every email, attachment, payment and meeting lands on one timeline per person — each entry boiled down to a single line you can scan in seconds.

AI · Event detection

Deadlines it spots before you do.

A closing date buried in a reply, an inspection window, a due date — Dossio pulls it onto your calendar and flags it, so nothing time-sensitive slips past.

Friday, Jul 18Day
Closing documents due · Marcus Webb
Found in an email
9:00
Proposal walkthrough
Priya Anand
2:00
Contract review
Hartwell Group
Referral · introduced by David Cho2h ago
CM
Carlos Mendez
carlos@mendezbuild.co
New lead
Contact built · linked to David Cho
Intake form · reyeslaw.co22m ago
LB
Lena Brandt
lena.brandt@gmail.com
New lead
Brandt & CoMatter: Business formation

AI · Contact detection

New leads, captured at the source.

A referral email, a website intake form, even a voicemail — when a new person turns up, Dossio builds the contact and files the details for you. Nothing to re-type.

Questions

The things people ask first.

Do I have to import my contacts?

No — that's the whole point. Dossio reads the Gmail you already use and builds a contact for everyone you actually correspond with. No CSV, no forms, no blank profiles to fill in.

What can Dossio actually see?

Dossio connects to your mailbox the way any desktop email client does — full mailbox access, because it syncs your mail, sends the replies you write, and marks messages read as you read them. What it does with that access is narrow: your mail is read on your own machine to assemble each person’s history. Dossio never deletes your email, and nothing goes out until you press send.

Does my email ever go to an AI company?

Never. Dossio's AI runs on a model you own and host — your clients' emails never leave your account, never touch a third-party service or an outside lab, and never become anyone's training data.

Which email providers work?

Gmail and Google Workspace to start — the inbox most client-driven people already live in. More providers are on the way.

Can I turn the assistant off?

Yes, anytime. The AI is opt-in and dismissible by design — it offers, you decide. Quiet it completely and Dossio is still a tidy record of every relationship.

Stop starting from a blank page.

Your relationships are already documented — in every email you’ve ever sent. Let Dossio keep the file.

free to download · email analyzed on your device · 47 contacts waiting in about a minute